WealthTrust-Arizona’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

WealthTrust-Arizona’s Portfolio IXUS Stock Details IXUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-61	Closed	-$4K	–	688
2018 Q1	$4K	Hold	61	–	–	﹤0.01%	511
2017 Q4	$4K	Buy	61 +1	+2%	+$62	﹤0.01%	518
2017 Q3	$4K	Hold	60	–	–	﹤0.01%	518
2017 Q2	$3K	Buy	60 +1	+2%	+$57	﹤0.01%	534
2017 Q1	$3K	Hold	59	–	–	﹤0.01%	520
2016 Q4	$3K	Hold	59	–	–	﹤0.01%	515
2016 Q3	$3K	Hold	59	–	–	﹤0.01%	526
2016 Q2	$3K	Buy	59 +1	+2%	+$50	﹤0.01%	514
2016 Q1	$3K	Hold	58	–	–	﹤0.01%	507
2015 Q4	$3K	Sell	58 -51	-47%	-$2.6K	﹤0.01%	535
2015 Q3	$5K	Buy	+109	New	+$5.71K	﹤0.01%	473

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

WealthTrust-Arizona's IXUS Position: Q2 2018 in Review

WealthTrust-Arizona sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2018, closing a stake of 61 shares — an estimated $4K sold.

WealthTrust-Arizona first reported a position in IXUS in Q3 2015 and held it in 11 quarters. The position peaked at $5K in Q3 2015. 259 funds tracked by Wall St. Rank hold IXUS as of Q2 2018.

WealthTrust-Arizona reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2018 after selling out during the quarter.
WealthTrust-Arizona sold 61 iShares Core MSCI Total International Stock ETF shares in Q2 2018, an estimated $4K.
WealthTrust-Arizona first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2015 and held it in 11 quarters.
WealthTrust-Arizona's iShares Core MSCI Total International Stock ETF position peaked at $5K in Q3 2015.
259 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2018.

Based on WealthTrust-Arizona's 13F filing for Q2 2018, filed 17 Jul 2018.